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Tailored solutions in tune with your needs and the needs of those you care about
66 Wellington Street West 2nd Floor - TD Tower Toronto, ON M5K 1A2Map
Our clients' needs and goals are deeply personal.
The investment and wealth plan that will help them achieve those goals must be as distinct as they are. We are equipped to provide tailored advice to help build the future they want — and we can only do that by truly understanding what matters most to them.
Affluent families, professionals, business owners, family estates and trusts, institutions and charitable organizations.
They choose us for our experience in anticipating the complex challenges of growing and protecting wealth, and responding with thoughtful solutions that consider tax implications, family dynamics, and other priorities.
Our Discovery Process
Armed with a deep understanding of your priorities and values, I'll build a team of TD specialists centered around you. And, as your needs evolve, your wealth strategy will evolve with you. I take our relationship with you seriously – that means we'll be in touch with you on an ongoing basis so we can provide you with the information you need for a successful financial future. And when you need advice, we'll be there with a breadth of knowledge and expertise, along with the personalized attention you deserve.
Helping You Achieve Your Vision Of Success
Our goal is to offer you the relevant, customized wealth advice you deserve - and we can do that only by fully understanding you. That's why we take a unique approach to understanding you, your family and your values. Whether your needs are straightforward or complex, we're dedicated to delivering tailored, comprehensive, wealth management strategies that are rooted in your goals. We will stay in tune with your needs and help ensure you're on track to achieve the future you envision for yourself.
I help high net worth families and organizations plan and achieve their financial goals by constructing a tailored portfolio. I believe in a deep and thorough discovery process to understand what is most important to our clients and make recommendations by balancing our clients’ needs against their behavioural biases.
I have been with TD Bank Group for 10 years and have been working directly with high net worth clients since joining TD Wealth in 2014. I work in partnership with Jeet Dhillon, Senior Portfolio Manager, building long-term relationships with individuals, families, corporations, trusts, endowments and foundations. Providing discretionary investment advice our team takes a holistic approach to managing wealth by developing a comprehensive understanding of your overall financial position. We believe your investment portfolio is a piece of your overall wealth plan and it is our responsibility to identify the gaps. A part of our service comprises of our extended team of wealth professionals at TD Wealth who can provide you with their expertise in their respective areas including, estate planning, business succession, insurance, tax and philanthropic giving. Together, we cover each aspect of your wealth to help ensure that your wealth is being managed prudently and professionally.
As your dedicated relationship manager, I will stay in tune with your needs and help ensure you're on track to achieve the future you envision for yourself. Through regular contact, I will routinely assess your investment portfolio and goals, ensuring you are introduced to the right TD specialists at the right time. I will be able to provide you access to specialists across Private Wealth Management and beyond, including:
Branch Office: (416) 982-7650
English, Punjabi, Hindi
At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
Banking & Credit Management
Effective banking and credit management helps to organize your day-to-day financial needs in a way that may save you time and money.
Retirement planning is an ongoing process that helps you prepare for the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Protecting your assets
Asset protection is an ongoing part of a comprehensive financial plan that helps to protect what you’ve worked hard to build.
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
Passing on your Wealth
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
Business Succession Planning
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
Planning for Major Purchases
Planning for major purchases may help you accumulate those items you want now and in the future with the least potential cost of borrowing.
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
You have questions, I have answers. Let's have a quick chat.
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